Taylor Schaffert

Experience

• 

  Lockport City Hall

  Jun 2012 - Aug 2012

  Engineering Department Clerk

  • Analyzed departmental documents for appropriate distribution and filing.• Worked directly with the Engineering Department to create and organize the inventory of trees to be cut as well as the streets to be paved

• 

  Starpoint High School

  Aug 2015 - May 2021

  Girls’ Varsity Swim Coach

  • Coached swim team while also maintaining full-time employment at Citigroup• Built strong rapport with athletes and assistants before, during and after coaching seasons.• Acted as a positive role model for team participants and in the community.• Acted as supervisor for the female student-athletes and student managers.

• 

  DICK'S Sporting Goods

  Oct 2015 - Jul 2016

  Assistant Manager (Customer Service)

  • Runs the customer service desk and deals with customer concerns from a managerial standpoint.• Supervises the various employees of the front end to ensure smooth running operations, proper employee techniques and customer satisfaction.• Assisted the store with inventories, audits, processing claims, and covering/training within various departments.

• 

  Citi

  Jul 2016 - now

  • Create and maintain the confirmations technology book of work in JIRA to streamline our platform by removing the key manual touchpoints. • Solution-focused analysis on manual confirmation suppressions to find systemic and/or behavioral remediations to reduce manual touch points and improve risk and control procedures.• Automate our reporting utilizing low code application environments (Xceptor, Power BI/Tableau, etc.) to remove manual intervention and macro-based reporting. • Analyze client trade volumes by product and work with our Master Confirmation Agreement team to open negotiations and onboard them to electronic confirmation platforms where we have the highest negative execution or regulatory impact in paper confirm turnover.• Create a training plan and supervise the onshoring of our client-facing confirmation function to create and develop a new team in the Buffalo site.• Lead external audit by providing process samples to show clear controls in our procedures and meeting with them weekly to ensure all open questions are answered thoroughly. Show less • Supervise equity derivatives middle office operations including multi-asset transactions, structured notes, listed and OTC derivatives trade and sales support, and client service.• Oversee daily reconciliations for both OTC and listed derivatives to ensure trade compliance and full flow from Front to Back Office operationally. • Manage operational relationships with Citi’s platinum derivative clients in partnership with Citi sales, trading, structuring, relationship managers and senior operations managers. • Conduct data-driven analysis to increase Straight-Through Processing, decrease cost per trade and remove manual touchpoints.• Strategic management global operational controls and procedures to prevent regulatory breaches on equity derivative transactions.• Creation, implementation and supervision of internal and client-facing risk and control procedures for the firm’s equity derivatives franchise. Work across the firm to provide responses to U.S. regulators on inquiries. Show less • Appointed to team-lead to hire, train, and develop incoming analysts while overseeing them as on-site manager.• Produced reports and meeting decks for senior management audiences within the firm including sales/trading desk heads and regulatory monitoring global heads. • Supervision of Americas middle office team covering regulatory implementation and adherence, derivatives sales support, transactional documentation negotiation, post-trade exception management and technology enhancements. Met weekly with team analysts for one-on-one catch-ups as part of this.• Developed and delivered remediation and innovative efficiency proposals for the firm’s platinum clients. Show less • Collaborated to build productive and supportive relationships with the equity OTC derivatives sales and trading teams located in New York, London, and Hong Kong.• Partnered with global operations teams located in London, New York, Belfast, Hong Kong, Singapore, and Tokyo to ensure all trades are finalized without error. • Provided market-leading client service for Citigroup’s Platinum institutional clients based in North America, including large asset managers, hedge funds, and insurance customers. • Analyzed efficiency opportunities in daily processes. Show less

  • Vice President - Global Cross Asset Confirmations

    May 2021 - now

  • Assistant Vice President – Transaction Capture Team Coordinator

    Nov 2019 - May 2021

  • Team Lead for Equity Sales and Client Service

    Feb 2018 - Nov 2019

  • Operations Analyst for Equity Sales and Client Service

    Jul 2016 - Feb 2018